THE COMPANY    |   ALBION PHILOSOPHY    |   ALBION TEAM  

 

Albion Team

Investments Team

W. Toby Levitt
Chief Investment Officer and CEO

John Bird, CFA, CFP®, MBA
President

John Bergerson, CFA, MBA
Vice President, Portfolio Manager, and Financial Analyst

Mason Woolf, MBA
Analyst

Jon Larsen
Analyst

Douglas Wells, CFA, CFP®, MBA
Vice President

 

Financial Advisors

Debbie Knotts, CFP®, CLU®
Vice President and Personal Financial Advisor

Sarah Bird, CFP®
Personal Financial Advisor

Kim McNeil, CFP®
Personal Financial Advisor

Devin Pope, MBA, CFP®
Personal Financial Advisor

 

Client Service Team

Carrie Kerr
Systems Manager

Camden Chamberlain
Operations

Lorena Scandrick
Office Administrator

Eleanor Sasaki
Registered Paraplanner

Michelle Buxton
Registered Paraplanner

Zenfira Djafarova
Paraplanner

Amber Runno
Office Administrator

 

Sarah Bird, CFP®
Personal Financial Advisor

Sarah Bird has served as a Personal Financial Advisor for Albion since 1999, working closely with many of Albion's clients. Sarah is a CERTIFIED FINANCIAL PLANNER™ practitioner and is also a registered member of the National Association of Personal Financial Advisors (NAPFA).

Sarah is in continuous communication with clients, working on issues from determination of appropriate investment policy to periodic account updates. She creates and coordinates detailed financial analysis for clients by taking into consideration tax, estate planning, philanthropy, and other financial issues.

Sarah received a Bachelor of Science degree from the University of Utah. In her spare time, she enjoys boating, skiing and hiking with her husband and son.

© 2002-2008 Albion Financial Group
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